Wealthspire Advisors (Maryland)’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-162
| Closed | -$35K | – | 1450 |
|
|
2019
Q1 | $35K | Sell |
162
-27
| -14% | -$5.83K | ﹤0.01% | 1050 |
|
|
2018
Q4 | $40K | Sell |
189
-9
| -5% | -$1.91K | ﹤0.01% | 948 |
|
|
2018
Q3 | $54K | Hold |
198
| – | – | ﹤0.01% | 934 |
|
|
2018
Q2 | $54K | Buy |
198
+7
| +4% | +$1.91K | ﹤0.01% | 946 |
|
|
2018
Q1 | $42K | Sell |
191
-223
| -54% | -$49K | ﹤0.01% | 1050 |
|
|
2017
Q4 | $88K | Buy |
414
+55
| +15% | +$11.7K | 0.01% | 765 |
|
|
2017
Q3 | $82K | Buy |
359
+33
| +10% | +$7.54K | 0.01% | 787 |
|
|
2017
Q2 | $66K | Buy |
326
+5
| +2% | +$1.01K | 0.01% | 842 |
|
|
2017
Q1 | $62K | Buy |
321
+6
| +2% | +$1.16K | 0.01% | 749 |
|
|
2016
Q4 | $51K | Buy |
+315
| New | +$51K | 0.01% | 761 |
|